RealMoneyPlan Personal Financial Plans
RealMoneyPlan personal financial plan spreadsheet templates empower you to easily track and plan your income, expenses, savings, assets and wealth for the current year and year-over-year for life.
Choose from three editions of Financial Plans or start with the Easy Budget:
- Singles Edition: Provides an easy to use yet detailed financial plan. Suitable for singles or single parent families. Includes and Annual Plan, a Lifelong Plan and a User Guide.
- Family Edition: Provides an easy to use yet detailed financial plan like the Singles edition but is expanded to be suitable for couples or two-parent families.
- Expert Edition: Provides a more detailed and accurate financial plan but is not as easy to use. Suitable for those that want more flexibility and have a good understanding of finances and taxes or have a desire to learn. Has options for detailed tax calculations.
- Easy Budget: Provides a simple and easy to use annual budget plan. Suitable for everyone.
RealMoneyPlan Annual Financial Plan enables you to accurately plan and track your annual finances giving you a clear view of your monthly income, expense, assets, liability, investments, cash flow and net worth. Set-up can be simple or detailed depending on your needs. And maintaining the plan is easy because detailed expenditure entry and balancing is not required. RealMoneyPlan Lifelong Financial Plan enables you to realistically plan your personal finances on a year-over-year basis to achieve short term or long term financial goals. It is perfect for planning for retirement or career changes or other life scenarios. The simplest of life plans to the most complex scenarios involving a variety of life events and financial impacts can be accommodated with ease. | ![]() |
Your purchase of RealMoneyPlan includes both the Annual and Lifelong Plan spreadsheet templates. The Annual Plan and Lifelong Plan templates can be used individually or independently if you wish, or better yet they can be used together to provide a complete financial picture linking near-term plans to long-range goals. You can have your first realistic financial plans prepared within a few hours and be well on your way to understanding and controlling your financial destiny, regardless of how complex or unique your financial circumstances may be. And with RealMoneyPlan you can easily develop and compare different "what if" scenarios to help make important financial and life changing decisions.
RealMoneyPlan uses a spreadsheet approach allowing you maximum flexibility to realistically and accurately accommodate your individual situation. No other approach can provide the flexibility and ease of use that RealMoneyPlan does. Getting started is easy and requires only a basic familiarity with spreadsheets. And each plan comes with detailed realistic examples to get you started and show you the potential.
Put yourself in control of your financial destiny with RealMoneyPlan. The benefits and peace of mind make it a great investment that will pay for itself many times over. Don't delay, purchase and download your copy today.





